Institutional Ownership Ishares S&P Midcap 400 Value E (IJJ)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ). We have compiled data on the 892 institutions that hold shares in the stock, with a total of 43 Million shares, which have been reported (via 13F filing form) to have a value of $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
39,049
shares
|
$4.36 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
38,955
shares
|
$4.35 Million
0.01% of portfolio
|
Q4 2024
Added 49.52%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
38,900
shares
|
$4.34 Million
3.65% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
38,093
shares
|
$4.25 Million
0.66% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
37,820
shares
|
$4.22 Million
0.07% of portfolio
|
Q4 2024
Added 230.88%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
37,748
shares
|
$4.21 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
37,327
shares
|
$4.16 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
37,165
shares
|
$4.15 Million
4.32% of portfolio
|
Q4 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
36,877
shares
|
$4.11 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
36,704
shares
|
$4.09 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
36,493
shares
|
$4.07 Million
0.67% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
35,741
shares
|
$3.99 Million
0.25% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
35,531
shares
|
$3.96 Million
0.53% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
35,150
shares
|
$3.92 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
34,898
shares
|
$3.89 Million
1.53% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
34,811
shares
|
$3.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 22, 2025 Q1 2025 |
34,699
shares
|
$3.87 Million
0.25% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
34,695
shares
|
$3.87 Million
0.13% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
34,631
shares
|
$3.86 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,520
shares
|
$3.85 Million
2.08% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
34,476
shares
|
$3.85 Million
0.13% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
33,645
shares
|
$3.75 Million
3.3% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
33,484
shares
|
$3.73 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
33,325
shares
|
$3.72 Million
0.59% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
33,206
shares
|
$3.7 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.38%
|